Creating an Assessment

Assessments may be created by a Team Admin within the Assessments Panel within the Team Dashboard. You can create as many assessments as needed for each team managed within Good&Co Pro. 

Each assessment can have multiple candidates, which may be invited as a new user or from existing teams. To see a quick preview of how to set up an assessment, please take a few minutes to watch the video below: 

Note: To learn more about setting up an assessment and adding candidates please take a moment to review the rest of this article. 

How to Create and Set Up an Assessment

To get started, select the appropriate team to view in the Team Dashboard and then click on Create Assessment within the bottom left of the Assessments Panel. 

The steps for successfully creating a new assessment are as follows:

• Step 1: Enter an Assessment Title and Select a Team
• Step 2: Configure the FitScore Formula
• Step 3: Review Assessment Information
• Step 4: Add Candidates to the Assessment

Step 1: Enter an Assessment Title and Select a Team

To create an assessment, you will first need to enter the Assessment Title and select a Team from the drop-down menu. Click Save to finish.

You will be redirected to the Candidate Dashboard where a few demo candidates will be present. These candidates can be archived to ensure they do not appear with added candidates for the position. 

Note: To archive a demo candidate, hover your mouse over the individual within the Candidate Dashboard and then click the Archive Icon.

Step 2: Configure the FitScore Formula

Next, you will need to configure the FitScore Formula for candidates. This formula helps to better pair candidates to your specific needs.

A default FitScore Formula is configured when an assessment is initially created. This configuration can be modified when viewing the assessment within the Candidate Dashboard. To do so, click on Edit FitScore.

The screen is divided into several sections and each section focuses on a difference aspect of the formula: 

• Fit to Individual Member - This section may be enabled to pick a specific member of the team that the candidate should be compatible with. 
  
  
• Team Diversity - This section may be enable to configure how diverse the candidate's personality is to the rest of the team. The candidate's personality may be one of the following: highly different, moderately different, slightly different, slightly similar, moderately similar, or highly similar.
  
  
• Profile - This section may be enabled to compare the candidate to a selected team member profile. 
  
  
• Traits - This section may be enabled to select a trait that the candidate should have for the assessment. 
  
  
• Resolve Problem Area - This section may be enabled to select a problem within the team that the candidate is able to help improve. The Team Wellness Quiz must be completed before an option can be selected in this section. 

A section will be enabled automatically when an option is selected. Enabled sections will have a colored background and show ON. Disabled configuration sections will appear in white and show OFF. Click Done once the FitScore Formula has been configured. 

Step 3: Review Assessment Information

The new assessment will appear as shown below. Here, you can view the assessment's information including the Name, Team, and Candidates.

Below this information, you can see the current FitScore Formula configuration and candidate information based on the configured formula. This includes each candidate, shortlisted candidates, incomplete candidates, and archived candidates. 

A Search option is also provided above the FitScore Formula and candidate information. This option can be used to quickly find a candidate when many exist for an assessment. 

Step 4: Add Candidates to the Assessment

Assessment candidates may be added at the time an assessment is created or at a later time. Candidates may be invited to the assessment either by providing a shareable link or via an email invite.

Click on Add More in the Candidates Section to invite candidates to the assessment. Use the Copy Unique Link option to share a link via a website, email, social media profile, or other source. Alternatively, enter the individual's email address to send an email invite.

Note: To learn more about inviting candidates, please see Inviting Candidates to an Assessment.